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Gather Financial Planning
Falmouth, Maine
5.0
1 Review
Gather Financial Planning, a local investment advisory firm based out of Falmouth, ME, is dedicated to providing comprehensive financial planning and investment services. With two offices, this well-established firm boasts a team of seven talented professionals, five of whom specialize in investment advisory services. Each advisor, on average, manages an impressive $23,760,000 in assets under management.
Gather Financial Planning offers a diverse compensation structure to suit the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily ...see more
Assets Under Mgmt
$118.79M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Reviews for Gather Financial Planning
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